Wolverine Trading
HLIO icon

Wolverine Trading’s Helios Technologies HLIO Stock Holding History

Wolverine Trading’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,790
Closed -$218K – 5029
2022
Q1 		$218K Sell
2,790
-1,058
-27% -$84.3K ﹤0.01% 4305
2021
Q4 		$403K Buy
+3,848
New +$374K ﹤0.01% 3744
2017
Q4 		– Sell
-10,295
Closed -$556K – 5135
2017
Q3 		$556K Buy
+10,295
New +$477K ﹤0.01% 2497

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wolverine Trading's HLIO Position: Q2 2022 in Review

Wolverine Trading sold out of Helios Technologies (HLIO) in Q2 2022, closing a stake of 2,790 shares — an estimated $218K sold.

Wolverine Trading first reported a position in HLIO in Q3 2017 and held it in 3 quarters. The position peaked at $556K in Q3 2017. 164 funds tracked by Wall St. Rank hold HLIO as of Q2 2022.

  • Wolverine Trading reported no remaining Helios Technologies position as of Q2 2022 after selling out during the quarter.
  • Wolverine Trading sold 2,790 Helios Technologies shares in Q2 2022, an estimated $218K.
  • Wolverine Trading first reported a position in Helios Technologies in Q3 2017 and held it in 3 quarters.
  • Wolverine Trading's Helios Technologies position peaked at $556K in Q3 2017.
  • 164 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2022.

Based on Wolverine Trading's 13F filing for Q2 2022, filed 15 Aug 2022.